Thomas (Tom) Lee (not drummer) FundstratDirect.com (@fundstrat)
@fundstrat
CIO Fundstrat Capital @FundstratCap $GRNY $GRNJ| Research Head @fundstratdirect | @CNBC Contributor | Chairman @BitMNR $BMNR BitMine | Wikipedia:
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The stocks that are driving the S&P 500 are selling something scarce:
- compute $NVDA $INTC $AMD
- AI hardware $MU $SNDK
- energy infrastructure $GEV
- services where demand > supply $MAGS
So to us, stocks are rising for the right reasons. Great speaking with @TheJudgeCNBC on @CNBCClosingBell
@FundstratDirect @FundstratCap @BitMNR
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